Top Tech Jobs & Startup Jobs in Charlotte, NC

Support Regional Directors serving RIAs by building and analyzing complex portfolios, presenting findings, delivering advisor education, answering advisor inquiries, creating investment marketing materials, and developing deep capital markets and advisor practice knowledge. Some travel required.

Lead regional business development and relationship management for assigned territory and distribution channels. Drive new client acquisition, grow AUM and revenues, present investment capabilities, coordinate client service teams, act as company ambassador, and support sales and marketing efforts.

Build and maintain portfolio analytics tools and internal frameworks, partner with product and user teams to onboard use cases, analyze investment data from ingestion to distribution, and execute projects to improve client-facing analytics platforms.

As an Associate Portfolio Manager, manage portfolios, trade assets, interact with clients, and enhance investment processes aligning with Dimensional's strategy.

Support Dimensional's US investment products (ETFs, mutual funds, models, SMAs, custom indexes) by developing product messaging, content, and governance; manage product launches and enhancements; create client and internal materials; conduct competitive analysis; collaborate with investments, portfolio management, operations, sales, marketing, legal, and compliance; and serve as a product subject-matter specialist at client engagements.

Full-stack software engineer supporting portfolio systems: design, implement, and maintain databases, APIs, processing services, async pipelines, and component front ends; participate in code reviews, mentorship, and support triage.

Manage production and delivery of global marketing campaigns and materials. Scope projects, create schedules, coordinate cross-functional teams, track progress, ensure compliance, and document process improvements.

Support Regional Directors and Senior Associates in institutional consultant relations: prepare presentations and performance materials, compile and quality-check data, manage due diligence requests and CRM, build marketing lists, review RFPs, and coordinate with operations, portfolio management, research, legal, compliance and marketing.

Own reliability and scalability of on-prem observability platforms (ELK, Grafana); handle production escalations, capacity planning, SLOs, onboarding, automation, IaC (Terraform/Helm/Ansible), upgrades, security hardening, and platform modernization.

The Analyst assists with proxy voting tasks, prepares reports for stakeholders, and engages with portfolio companies to support investment stewardship practices.